
Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
Macro Hive Conversations With Bilal Hafeez
00:00
Reading Current Market Moves as Leverage Unwinding
David recommends seeing market corrections as revealers of leverage locations and watching where correlations and vol will follow.
Play episode from 22:22
Transcript


